loader

Loading...

What is Balanced Hybrid Fund

Image

Markets typically move through different phases, and asset classes may behave differently across these periods. While equities have the potential for long-term wealth creation, they are also subject to short-term volatility. Debt investments, on the other hand, may offer relative stability.

The SBI Balanced Hybrid Fund seeks to combine both equity and debt in a single portfolio, aiming to participate in equity market opportunities while seeking to moderate overall portfolio risk through its debt allocation.

Image

Why consider a Balanced Hybrid Fund?

Image

Equity markets can be
volatile

Market movements vary with economic conditions. Appropriate asset allocation may help investors navigate these fluctuations. 

Image

Interest rates evolve
over time

The debt market is influenced by interest‑rate movements. Combining equity and debt can help investors navigate different market cycles. 

Image

Diversification 

Investing across asset classes with different risk‑return profiles may help reduce overall portfolio volatility.

Image

Why SBI Balanced Hybrid Fund?

  • Equity market uncertainty :Equity markets are dynamic given West Asia war. Uncertainty around the conclusion of war
  • Debt market sensitivity : Debt markets may also take cues from global development given anticipated rise in inflation.
  • Multi-asset exposure : Investing exclusively in either asset class may lead to volatile returns.
  • A balanced response : A balanced portfolio of equity & debt may be able to navigate these uncertain times better while also generating returns.

SBI Balanced Hybrid Fund aims to strike a suitable balance between Equity & Debt allocation basis market conditions.

Start your investment online in a few minutes

Invest Now

How the portfolio is managed

Equity allocation

  • Market cap and sector agnostic portfolio
  • High Conviction - Bottom-up selection
  • Dynamic Portfolio Positioning basis market conditions, business cycles and risk-reward opportunities
Image

Debt allocation

  • Duration management guided by macroeconomic insights
  • Research-backed accrual positioning
  • Dynamic mix of duration and accrual strategies

*The portfolio of the scheme is subject to changes within the provisions of the Scheme Information document of the Scheme. The asset allocation and investment strategy will be as per the Scheme Information Document. The above parameters are not exhaustive. 

This scheme may be suitable for investors who : 

  • Prefer exposure to both equity and debt within a single investment solution 
  • Seek a balanced approach that aims to combine growth potential with relative stability 
  • Plan to stay invested over the medium to long term 
Image

Fund Facts

Scheme Name

SBI Balanced Hybrid Fund 

Category

Hybrid – Balanced Hybrid

Investment Objective

The Investment Objective of the fund is to generate long term capital appreciation and income by investing only in equity and debt instruments. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved. The scheme doesn’t assure or guarantee any returns.

Plans & Options

Plans Available : Regular Plan, Direct Plan 
Option under each plan : Growth, IDCW

Application Amount

Minimum Investment: Rs. 5000 & multiples of Re. 1 thereafter Additional Purchase: Rs. 1000 & multiples of Re. 1 thereafter

Fund Manager

Mr. Tanmaya Desai and Mr. Rajeev Radhakrishnan 

Benchmark

Nifty 50 Hybrid Composite Debt 50:50 Index 

Exit Load

NIL - If units purchased or switched in from another scheme of the Fund are redeemed or switched out upto 10% of the units (the limit) purchased or switched on or before 1 year from the date of allotment.
1% of the applicable NAV - If units purchased or switched in from another scheme of the Fund are redeemed or switched out in excess of the limit on or before 1 year from the date of allotment
NIL - If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment

NFO Open Date

NFO Close Date

Features 

Downloads

fileSID arrow
fileKIM arrow

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

CONTACT US

9th Floor, Crescenzo,C-38 and 39 G Block,Bandra-Kurla Complex Mumbai, Maharashtra India - 400051

customer.delight@sbimf.com

Privacy Policy

1800 209 3333 / 1800 425 5425

+91-22-2778 6551 (from outside India)

+91-22-62511600 (from outside India)